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Home > Retirement Planners > washington > vancouver > CAIRN INVESTMENT GROUP
CAIRN INVESTMENT GROUP
500 Broadway Street
Suite 480
Vancouver, Washington 98660
Tel: 503-241-4901
About CAIRN INVESTMENT GROUP
CAIRN INVESTMENT GROUP, formally registered with the SEC as CAIRN INVESTMENT GROUP. The firm was established in 06/07/2007. They have over 3 offices throughout the country.
CAIRN INVESTMENT GROUP is a Vancouver, Washington based Financial Planning firm with nearly $336,564,032 assets under management, offering retirement planning & investment advisory services to 838 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 143601 |
| SEC# | 801-68016 |
| Assets Managed by Firm | $336,564,032 |
| No. of Clients | 838 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 838 | $336,564,032 |
| Individuals (other than high net worth individuals) | 257 | $67,260,757 |
| High net worth individuals | 91 | $267,513,883 |
| Charitable organizations | 1 | $244,086 |
| Corporations or other businesses | 6 | $1,545,306 |
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